Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41M Sell
11,751
-77
-0.7% -$15.8K 1.84% 11
2025
Q1
$2.63M Sell
11,828
-752
-6% -$167K 2.19% 12
2024
Q4
$3.15M Buy
+12,580
New +$3.15M 2.53% 9